大行評級 | 瑞銀上調美團目標價至365港元,評級買入
瑞銀發表報告表示,近月拼多多、美團 、阿里巴巴及京東增加了對新業務的投資,特別是在新鮮農產品方面,該行看到了新鮮農產品業務的快速發展,並相信將在未來幾個季度成爲增長動力。
因此預期美團於今年第三季及以後之新業務錄得虧損會增加,惟料該部分收益於2021至2022年度將提升10%至14%。該行將美團第三季外送經營利潤率輕微下調,以反映外賣成本及補貼增加,但長線而言料其外送業務毛利率仍然會擴張。
該行將美團今明兩年盈利預測下調22%及10%,但基於長遠收入增長,目標價則由300港元升至365港元,維持買入評級。
美團-W預計於11月30日盤後發佈財報。
【美團-W目前支持10倍槓桿日內交易】
點擊上方個股行情,可在頁面底部看到“日內交易”入口。
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